Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$552,208
+$54,766 QoQ
Shares Held
546
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,120
of 3,125 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Basepoint Wealth LLC holds $599,463 across 9 Capital Markets names. GS ranks #1 (92.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
546 | $552,208 | |
| 2 | MS |
Morgan Stanley
|
64 | $13,378 | |
| 3 | SF |
Stifel Financial Corp
|
104 | $7,256 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
81 | $7,050 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
52 | $6,974 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
89 | $5,301 | |
| 7 | PIPR |
Piper Sandler Companies
|
70 | $5,063 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
4 | $1,126 |
All Filings in GS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,208 | 546 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $497,442 | 588 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $519,489 | 591 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $776,441 | 975 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $799,049 | 1,129 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $705,806 | 1,292 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $1,016,400 | 1,775 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $1,443,740 | 2,916 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $1,707,055 | 3,774 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $2,108,499 | 5,048 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $2,254,439 | 5,844 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $1,797,431 | 5,555 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $1,644,308 | 5,098 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $1,538,725 | 4,704 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $1,438,418 | 4,189 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $1,165,166 | 3,976 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $936,504 | 3,153 | Shares | Sole | 2025-10-09 | |
| 2022-03-31 | $371,692 | 1,126 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $436,107 | 1,140 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||